DOSSIER · 13F-HR · Q2 2026
LONG WALK MANAGEMENT LP
$441M in tracked AUM across 14 positions as of Q2 2026.
LW
CIK 0001869470 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
LONG WALK MANAGEMENT LP manages a concentrated, high-conviction portfolio totaling approximately $462.43 million as of the reporting period ended September 30, 2025. The firm exhibits a distinct preference for focus over diversification, holding a mere eight positions. This strategy suggests an "active high-conviction" approach where the manager allocates capital only to their best ideas, rather than attempting to track a broad benchmark.
The portfolio experienced signifi...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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